Matthew Harold Pack
Financial Adviser in Menai, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263494
- Location
- Menai NSW 2234
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 25 August 2022
- First provided advice
- 2002
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2008); ASX Accredited Listed Products Adviser (ALPA) Program, Kaplan Higher Education (2009); Self-Managed Superannuation Funds, Kaplan Higher Education (2009); Margin Lending and Geared Investments, Kaplan Higher Education (2011); Master of Applied Finance, Charles Sturt University (2012); Certified Practising Accountant (CPA), CPA Australia (2016)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Harold Pack
Matthew Harold Pack is a financial adviser in Menai, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000263494.
The licensee Matthew advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 25 August 2022.
The register records 2002 as the year Matthew first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2008) and ASX Accredited Listed Products Adviser (ALPA) Program (Kaplan Higher Education, 2009). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Matthew Harold Pack a registered financial adviser?
Yes. Matthew Harold Pack is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263494.
Which licensee does Matthew Harold Pack work under?
Count Financial Limited, Australian financial services licence 227232.
What can Matthew Harold Pack give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.